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Liberty All-Star Equity Fund
USA

Overview Fund Activity

93 hedge funds and large institutions have $277M invested in Liberty All-Star Equity Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
36
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$7.46M
2
AAM
2
Advisors Asset Management
Colorado
$10M
3
KIM
3
Karpus Investment Management
New York
$26.7M
4
UBS Group
4
UBS Group
Switzerland
$992K
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$4.54M

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$31.1M
2
Wells Fargo
2
Wells Fargo
California
$22.6M
3
WAM
3
Wolverine Asset Management
Illinois
$3.2M
4
SFS
4
Shaker Financial Services
Virginia
$3.98M
5
DA
5
Doliver Advisors
Texas
$518K
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$196K 32,702 -1,669 -5%
RJT
52
Raymond James Trust
Florida
$188K 31,458 +2,520 +9%
Goldman Sachs
53
Goldman Sachs
New York
$177K 29,657 +15,227 +106%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$175K 29,267 +2,029 +7%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$167K 27,974 -7,625 -21%
RTS
56
Round Table Services
New Jersey
$149K 24,900 – –
PAG
57
Private Advisor Group
New Jersey
$148K 24,801 +1,276 +5%
CL
58
CSS LLC
Illinois
$131K 21,845 – –
WB
59
Webster Bank
Connecticut
$117K 19,483 – –
VKH
60
Virtu KCG Holdings
New York
$108K 18,020 +18,020 New
GC
61
Guggenheim Capital
Illinois
$100K 16,658 – –
SAM
62
Silvercrest Asset Management
New York
$99K 16,475 – –
OA
63
Oxbow Advisors
Texas
$92K 15,307 – –
AIG
64
American International Group
New York
$84.8K 14,185 +4,414 +45%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$78K 12,976 -790 -6%
LCM
66
Landscape Capital Management
New Jersey
$78K 13,047 +13,047 New
IT
67
Independence Trust
Tennessee
$76K 12,737 – –
SAM
68
SignalPoint Asset Management
Missouri
$74K 12,398 -366 -3%
VFS
69
VSR Financial Services
Kansas
$74K 12,339 – –
BFM
70
Boothbay Fund Management
New York
$69K 11,535 +11,535 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$68K 11,333 -180 -2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$68K 11,434 – –
BC
73
Barnett & Company
Tennessee
$66K 10,911 – –
NFG
74
Next Financial Group
Texas
$66K 11,012 +1 +0%
ACP
75
Aviance Capital Partners
Florida
$63K 10,532 +335 +3%
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